Core Responsibilities
- Prepares and reviews annual financial reporting packages, 5500s, 8955-SSAs, and SARs for Vanguard clients.
- Exhibits communication skills, both written and verbal, to address technical questions and create an exceptional client experience.
- Independently analyzes and resolves issues. Capable of identifying trends associated with challenges and works to eliminate process issues or gaps.
- Works collaboratively in a team environment with a focus on timely and accurate deliverables to clients.
- Provides training and technical guidance to a global team of administrators who prepare financial reporting packages and Form 5500 tax filings. This is in accordance with ERISA, the Department of Labor (DOL), and in conformity with Generally Accepted Accounting Principles (GAAP).
- Identifies improvement areas, automation solutions, and independently organizes and executes project plans to create win-win outcomes for Vanguard and clients. Provides direction and motivation to project team members and is accountable to deliver outcomes. Monitors, analyzes, and reports on project performance. Effectively communicates project status and updates to stakeholders, including appropriate elevation of issues.
- Builds trust and holds self and teammates accountable for team outcomes.
- Participates in special team / cross-team projects and performs other duties as assigned.
Qualifications
- Undergraduate degree or equivalent combination of training and experience
- Minimum of two years related work experience include leading projects
- Working knowledge of recordkeeping systems and functions
- Excellent verbal and written communication skills
- Ability to influence and guide business partners, and exercise good judgement in decision making
- Excellent organizational and time management skills with the ability to prioritize and multitask
- Working knowledge of retirement plans and investment performance data
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Skills Required
- Undergraduate degree or equivalent combination of training and experience
- At least two years of related work experience
- Experience leading projects
- Working knowledge of recordkeeping systems and functions
- Excellent verbal and written communication skills
- Ability to influence and guide business partners
- Sound judgment in decision-making
- Excellent organizational and time management skills
- Ability to prioritize and multitask
- Working knowledge of retirement plans and investment performance data
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
